Advyzon Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Advyzon Investment Management’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$768K	Sell	13,335 -2,735	-17%	-$157K	0.06%	326
2026 Q1	$975K	Buy	16,070 +1,639	+11%	+$95.5K	0.09%	236
2025 Q4	$778K	Buy	14,431 +4,027	+39%	+$194K	0.09%	228
2025 Q3	$469K	Buy	10,404 +2,776	+36%	+$130K	0.08%	231
2025 Q2	$353K	Buy	7,628 +639	+9%	+$31.4K	0.08%	245
2025 Q1	$426K	Sell	6,989 -1,115	-14%	-$65K	0.15%	132
2024 Q4	$458K	Buy	+8,104	New	+$453K	0.18%	111

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advyzon Investment Management's BMY Position: Q2 2026 in Review

Advyzon Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 17% in Q2 2026, selling an estimated $157K and leaving 13,335 shares worth $768K. The position accounts for 0.06% of the portfolio, ranked #326.

Advyzon Investment Management first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $975K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Advyzon Investment Management held 13,335 shares of Bristol-Myers Squibb worth $768K as of Q2 2026.
Advyzon Investment Management sold 2,735 Bristol-Myers Squibb shares in Q2 2026, an estimated $157K.
Bristol-Myers Squibb made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #326 holding.
Advyzon Investment Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Bristol-Myers Squibb position peaked at $975K in Q1 2026.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.